Our Specialty
Escrow Company
Marketing audit & compliance for CA-licensed escrow companies under DRE & DFPI regulations.
Real Estate
Cost segregation, 1031 exchange, and comprehensive real estate tax planning strategies.
Cross-Border Business
International tax planning, FBAR reporting, and foreign income compliance.
Non-Profit Organization
501(c)(3) compliance, Form 990 preparation, and grant management advisory.
Professional Services
Full-service bookkeeping, payroll, HR consulting & business operations support.
New Immigrants
Year-round tax planning, credits & incentives for businesses and individuals.
Our Team
Christopher Lan, CPA
"A QUOTE"
Jerry Lan, CPA
"A QUOTE"
Steve Song, CPA
"A QUOTE"